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Use 4 Easy Steps to Supercharge Your Customer Onboarding Strategy

Customer Onboarding

Customer onboarding is a critical phase of the customer journey. When done right, it helps in setting the right tone for your business. When done wrong, your business can crumble like a house of cards. So, to make your business successful, you need to design an effective customer onboarding scheme that guides your customers as frictionlessly as possible to their first success with your company.

Here are a few steps that you can take to create and launch a customer onboarding program for customers or channel partners.

1. Define Objectives and Establish a Strong Team

First, you need to set goals and assemble the best team possible to accomplish those goals. When you have carved out a plan keeping the end objectives in mind, a strong foundation for successful onboarding can be built.

You need to set the right expectations with your customers. To pave a successful path forward, your onboarding process must cater to the following needs:

  • Provide remarkable first impressions to customers
  • Give customers a sense of confidence to collaborate better and faster

After setting goals, you must establish a good team that encompasses a group of Subject Matter Experts (SME), instructional designers, and project managers. Having a strong team in place can prove important in helping you offer the best service to your customers.

2. Carve Out a Successful Customer Onboarding Journey

You must design a customer onboarding journey that’s intuitive, logical, and confidence-building. The most important segment of this journey is the sign-up process. You must have a simpler sign-up process to attract customers and generate prospective leads.

Apart from strengthening your sign-up process, you must pay heed to other components such as welcome email, account creation, and product demonstration for creating a powerful customer journey.


3. Select the Right Technology

Choosing the right technological solution like self-service integration can help you streamline your customer onboarding journey with ease and precision. It can help companies onboard customers faster by up to 80%, ensuring delightful experiences. Without a self-service integration approach, you can often see 8 to 18 weeks of elapsed time to onboard connection into the digital ecosystem. All the waiting for expert IT resources (on both sides) is not only frustrating but also expensive. Using a self-service integration approach, you can reduce the onboarding time, free up IT resources, and alleviate overhead costs, thereby improving productivity and revenue.

With features such as pre-defined transaction templates, pre-built application connectors, monitoring dashboards, and more, you can easily communicate as well as collaborate with your customers through automation and streamlined data exchange.

To conclude, integration solution plays an important role in accelerating customer onboarding and maximizing business outcomes, making your organizations easier to do business with.

4. Launch Your Customer Onboarding Program

Finally, you need to launch the onboarding program for your customers. However, hardwork isn’t completely done. Make sure to check in with customers to find out how customers are progressing and whether they’re experiencing any pain points. If they are experiencing problems, you need to go back to Step 2 and revisit your onboarding process. Hence, to have an effective and enjoyable onboarding process, you need to continually test and adapt accordingly.


Adeptia’s modern data integration solution enables companies to empower non-technical business users to onboard customers 80 percent faster. Companies can consolidate and replace legacy systems and embrace Adeptia’s solution to reduce TCO while enabling cutting-edge integration capabilities. By standardizing on Adeptia, enterprises can retire legacy middleware, point-to-point, and one-off solutions. This reduces costs while providing a unified solution with advanced automation, self-service, and scalability. With Adeptia, customers simplify complex, fragmented integration landscapes into a governed, managed, end-to-end platform that drives standardization and efficiency.